Sales Prospects

Quotes Pending

A concise list showing details of every outstanding prospect within your sales pipeline. Detailing call back status, sales visit dates and how many days the lead has been held within the sales cycle.

MyFIELDCRM

Feature Summary

List current prospects and status

Concise view of all outstanding prospects

Show the visit date and current quote status

Links directly to the customer prospect record

Sort on columns simply by clicking the heading

Set reminders to alert overdue prospect calls

Sales Prospects*

Sales Visits & Quotations

Lead generation and subsequent sales visits or sales meetings tracked with marketing automation through the My Field CRM prospect record. Use powerful marketing tools and view insights in to each lead as you progress through the sales pipeline.

MyFIELDCRM

Feature Summary

Sales Visits Automatically Show on Diary

Create Sales Appointments and Book Dates

Schedule Follow-up Calls and Bookings

Produce Quotations and Record Current Status

Log Communication History with Timeline function

Custom sales stage and lead source

Sales Prospects*

CRM Sales Prospects

How Does it Work?

Communication is at the heart of each sales stage. My Field CRM records every step of the process from initial enquiry through to eventual sale, collecting vital sales statistics along the way.

Book sales calls through your prospect record that will appear immediately on your appointment diary. Create timed reminders to follow up the discussion and produce quotations recording the current status showing sold/lost details.

Create Quotations within the customer prospect record that can be emailed or printed.

Prospect Status List

View potential leads and status within an easy to read list. Follow up dates and sales visit times are easily viewed or sorted by clicking the column headings. Details include job age and descriptions.